Lavada
Waters
Inscription Capital, LLC
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About this Advisor
Lavada Waters is a financial advisor based in Houston, Texas, working with Inscription Capital, LLC. Lavada has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Purshe Kaplan Sterling Investments, Lifeway Resources, Heidrick & Stuggles, Procom Services For Atlantic T, and Inscription Capital, LLC Dba Sound Post Capital. Lavada has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Lavada is part of Inscription Capital, LLC, which operates out of Houston, Texas. The firm has 23 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Inscription Capital, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Inscription Capital, LLC Brokerage Details
$1,276,713,756
23
1,203
$1,061,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lavada Waters Work History
Purshe Kaplan Sterling Investments
Inscription Capital, LLC Dba Sound Post Capital
Lifeway Resources
Heidrick & Stuggles
Procom Services For Atlantic T
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Lavada Waters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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